THE HERITAGE TRUST FOR THE NORTH WEST

Registered charity 508300 · accounts filings on the Charity Commission register · Wikidata: Q16993962 · Wikipedia · also known as LANCASHIRE HERITAGE TRUST, PENDLE HERITAGE CENTRE LIMITED

To promote and preserve the English historical, architectural, natural, social or scientific heritage.

Objects

EITHER ON ITS OWN OR IN CONJUNCTION WITH OTHERS TO PRESERVE FOR THE BENEFIT OF THE PEOPLE OF THE NORTH WEST OF ENGLAND (INCLUDING IN PARTICULAR BUT WITHOUT LIMITING THE GENERALITY OF THE FOREGOING GREATER MANCHESTER AND MERSEYSIDE, CHESHIRE, LANCASHIRE AND CUMBRIA) AND THE NATION AT LARGE, WHATEVER OF THE ENGLISH HISTORICAL, ARCHITECTURAL, CONSTRUCTIONAL AND NATURAL, SOCIAL OR SCIENTIFIC HERITAGE MAY EXIST IN OR NEAR TO THE AFORESAID AREA (IN THE FORM OF BUILDINGS OF PARTICULAR BEAUTY OR HISTORICAL, ARCHITECTURAL OR CONSTRUCTIONAL INTEREST OR ANCIENT MONUMENTS AND OTHERWISE AS SHALL BE CONSISTENT WITH THESE OBJECTS) AND TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE SAID HERITAGE AND TO UNDERTAKE SUCH OTHER CHARITABLE ACTIVITIES AS MAY BENEFIT THE PEOPLE OF OR VISITORS TO THE SAID AREA

Area of benefit: THE NORTH WEST OF ENGLAND

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Environment/conservation/heritage · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity achieved a net surplus of £55,458 for the year ended 31 March 2025, marking a significant improvement from the previous year's deficit. The trustees report that the organization is now in a stronger financial position, although they note that future sustainability depends on operational income generation and grant funding rather than property sales. The charity maintains unrestricted funds of £1,543,720, which the trustees believe are sufficient to cover management costs and project development.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Raweliffe & Co Limited. Discloses 5 of 6 completeness components.

Year-over-year changes

• Employees paid over £60,000: 0 (FY2024) → 1 (FY2025).

Comparing this charity’s FY2024 and FY2025 accounts as analysed by this site.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Complaints handling
• Complaints policy and procedures
• Conflicting interests
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investment
• Paying staff
• Risk management
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures
• Volunteer management

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Property (HM Land Registry)

18 registered titles in England and Wales held by the charity’s company or corporate body (12 freehold); recorded price paid £97k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Structured financials (annual return, FY ending 31/03/2025)

Reported reserves equal ~8.9 months of spending — above the median for charities its size (median 4.7 months; benchmarks).

Per its annual return, largest income source: Other trading activities (86% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 27.3% of total income — in the top quarter for charities its size (median 5.3%) (benchmarks).

Trustees · trustee networks

• JOHN TURNERchair · trustee of 1 other charity
• Elizabeth Moss
• Georgina Lynch
• Jenna Johnston
• Kathryn Spencer
• LAURIE PEAKE · trustee of 1 other charity
• MARK FRANCIS WHITLOCK BLUNDELL
• Philip Welsh
• STEPHEN MARK WILLIAMS · trustee of 1 other charity

Trustee list from the Charity Commission register (current, not historical).

Operates in: Cumbria · Lancashire · Liverpool City · Manchester City

Income and spending

Common questions

Known funders

Grants to this charity found in funders’ own accounts filings.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with FENWICK CHARITABLE TRUST.

• FENWICK CHARITABLE TRUST income £388k
• NORTH WEST VEHICLE RESTORATION TRUST income £69k
• EXETER HISTORIC BUILDINGS TRUST income £131k
• WYE HERITAGE income £30k
• THE WADENHOE TRUST income £357k
• THE ESSEX HERITAGE TRUST income £86k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.